AEP® and EPLS Forum
An Estate Planning Case Study
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Active Accredited Estate Planner designees and Estate Planning Law Specialist Certificants only, please.
Details of the Case Study
Teresa and James Jefferson are a married but estranged couple, and Teresa has recently passed. This couple has several unique circumstances, including but not limited to Annie, a special needs child from Teresa's first marriage, a dog named Toby, joint tenancy of a five-acre ranch in a prime development area, the estate of Teresa's recently deceased mother, and James' struggles with early stages of dementia.
This session will include small, multi-disciplinary breakout sessions during which attendees will use their knowlege and problem-solving skills to address key questions related to the fact patttern.
Continuing Education Credit
Attending the entire program qualifies for one hour of continuing education credit for your Accredited Estate Planner® designation.
A recording of this session will be available following the program in the private AEP® Portal.